Empathia AI: Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Empathia AI when clinicians automating post-visit charting and clinical note documentation matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Empathia AI is an ambient AI medical scribe that records patient encounters and automatically generates clinical notes, letters, and billing codes for clinicians.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Empathia AI is an AI medical scribe built for clinicians and healthcare practices. Its core engine, EMMA, uses ambient AI to listen to doctor-patient interactions across in-person visits, telehealth, and phone calls, then transcribes the conversation and generates structured, customizable clinical notes. Beyond note-taking, it produces chart summaries, referral and consult letters, form autofill, patient instructions, and suggested ICD/CPT/service billing codes. The platform supports multi-speaker conversations, dictation, and multilingual encounters, and offers specialty-tuned templates across 20+ medical specialties. It works on desktop and mobile and integrates with numerous EMR/EHR systems, including Epic, Athenahealth, eClinicalWorks, NextGen, DrChrono, Practice Fusion, Elation, and Canadian systems such as Accuro, OSCAR, and Juno. Empathia emphasizes compliance, citing HIPAA, PHIPA, PIPEDA, and GDPR alignment, and notes pre-qualified vendor status with Canada Health Infoway's national AI scribe program. It targets individual practitioners and clinics seeking to reduce documentation time and refocus attention on patient care.
Best suited for
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Empathia AI is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Empathia AI | FinMate AI |
|---|---|---|
| Core capability | Ambient AI capture (EMMA) for in-person, telehealth, and phone encounters | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic transcription and structured clinical note generation | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Multi-speaker and multilingual support with dictation | Recording and transcription of phone calls and in-person meetings |
| Integrations | Specialty-tuned templates across 20+ medical specialties | Mobile app for capturing in-person meetings |
| Languages & capture | Suggested ICD/CPT/service billing codes, referral and consult letters | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | EMR/EHR integrations (Epic, Athenahealth, eClinicalWorks, Accuro, OSCAR, and more) | Client mood and sentiment insights |
Empathia AI
Choose Empathia AI if you need clinicians automating post-visit charting and clinical note documentation — strengths include purpose-built for clinical documentation with deep emr integration.
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Empathia AI
FinMate AI
It depends on your workflow. Empathia AI is strong for clinicians automating post-visit charting and clinical note documentation, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Empathia AI is a free tier with paid upgrades and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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